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Company: Project BearFounded: 2018Employees: 11 50Exit Timeline: 1 yearReason: market timing

Sample Readiness Score

Project Bear

Getting Ready

Good foundation, but several areas need improvement before going to market.

Target overall readiness: 80%

62/ 100

Time to Market Ready: ~52 days

Delegation factor: 1.0x

Expected Transaction Timeline: 5 to 9 months

Rule-based estimate from readiness and exit timeline

Section Scores and Key Insights

Financial Readiness68/100
Doc: 60%Non-doc: 75%Weight: 35%

Key Insights

Financial statements need CPA review or audit.

Revenue concentration risk: top customer exceeds 20% of revenue.

EBITDA add-backs are not yet documented.

Legal and Compliance55/100
Doc: 50%Non-doc: 60%Weight: 25%

Key Insights

Key customer contracts may not be assignable.

IP ownership documentation is incomplete.

Data privacy compliance needs attention.

Operations and Team72/100
Doc: 70%Non-doc: 74%Weight: 20%

Key Insights

Approaching readiness. Key processes are documented.

Founder dependency is moderate. Consider delegation plan.

Process and Technology48/100
Doc: 40%Non-doc: 55%Weight: 20%

Key Insights

Security posture needs significant improvement.

No SOC 2 certification in place.

Incident response plan is missing.

Top Readiness Gaps

1

SOC 2 Type II certification

Prioritize SOC 2 certification. This is a common buyer requirement for SaaS acquisitions.

2

IP schedule / patent list

Prioritize preparing "IP schedule / patent list." This is a critical due diligence item.

3

Documented incident response plan

Address "Documented incident response plan" urgently. This represents a significant readiness gap.

4

Revenue concentration risk

Customer concentration above 20% is a red flag for buyers. Document mitigation strategy.

5

Data privacy compliance

Improve GDPR/CCPA compliance documentation to reduce buyer risk perception.

Document Availability

Ready4
Soon3
Later4
Cannot1
N/A2
3 years of financial statementsReady
Tax returns (3 years)Ready
Financial projectionsSoon
Customer list with revenue breakdownLater
Organization chartReady
Key customer/vendor contractsSoon
IP schedule / patent listCannot
Corporate formation documentsReady
Employee roster with compensationLater
Standard operating proceduresLater

Recommended Parties to Involve to Reach Target Readiness

AI-generated recommendations (Coming Soon)

CPA / QoE ProviderFinancial readiness needs improvement. A CPA can organize financials and a QoE provider can prepare audit-quality reports.
M&A AttorneyLegal gaps identified. An attorney can clean up contracts, IP protections, and regulatory compliance.
Business Broker / M&A AdvisorA sell-side advisor can help prioritize improvements and manage the process.
IT / Security ConsultantTechnical and security gaps should be addressed to pass buyer due diligence.
Lender (SBA / Bank)Many buyers require financing. Having lender readiness accelerates closing.

Industry-Specific Expected Due Diligence Questions

AI-generated (Coming Soon)

What are the key customer concentration risks in your industry?

Are there pending regulatory changes that could impact valuation?

How does your technology stack compare to industry standards?

What is the competitive landscape and your market position?

Are there any environmental, health, or safety compliance requirements?

Standard Transaction Structures

Asset Sale

Buyer purchases specific assets and assumes selected liabilities.

Stock Sale

Buyer purchases the equity/stock of the company.

Merger

Two entities combine into one.

Seller Financing

Seller provides a loan to cover part of the purchase price.

Earn-out

Price portion contingent on future performance targets.

Rollover Equity

Seller retains a minority equity stake post-sale.

Expected Parties Involved in Your Transaction

AI-generated (Coming Soon)

M&A Attorney (buy-side and sell-side)CPA / Tax AdvisorQuality of Earnings ProviderBusiness Broker or M&A AdvisorLender (if SBA or bank financing)Insurance BrokerEnvironmental Specialist (if applicable)Escrow Agent

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This is a sample report for demonstration purposes. Data shown is fictional.

Scores reflect sample data and do not represent any real business.